Financial Services Manager
Company: CIMB Securities (Singapore) Pte Ltd
Responsibilities:
In this role, you will champion the department’s needs-based sales culture to build and expand client relationships through the delivery of specially designed products, high quality sales and after-sales services.With a focus on wealth creation and preservation for your customers’ portfolios, you will build a highly-valued relationship bond with the client by your thorough understanding of your client’s financial needs, and by recommending a well-matched product package via a needs-based client assessment process.
Duties:
To build a successful advisory practice for individuals & businesses in areas including:
Financial Advisory portfolio
Private Clients’ Wealth Management & Equity Investment portfolios
Group and Employee Benefit Consultancy
Corporate / Institutional and high net-worth clients for structured products.
To manage, motivate and supervise FARs placed under your care.
We will:
put you through an induction cum comprehensive training program.
equip you with the relevant skills for creating sound Financial Strategies.
provide you (on an ongoing basis) with relevant approved products for meeting the needs of clients at all levels.
Requirements:
Entrepreneurial, ambitious and result-oriented.
An independent performer with good networking skills and a team-player.
Motivated and have a high level of drive for sales excellence.
Hold a Degree with at least 1 year of sales experience in a financial environment, or a Diploma with at least 3 years of experience in an insurance supervisory role.
Accredited with CMFAS Modules 1A, 5, 6, 8, 9, CHI, and CGI.
Able to manage a team of Financial Advisory Representatives assigned to / recruited by you.
Please email your C.V (including a passport-sized photograph) to sg.careers@cimb.com
